Using the Advanced Search Window
The Advanced Find Account or Contact search window lets you further limit the criteria you entered on the Basic search window. The search strategy presumes you started with the Basic Find Account or Contact window.
To use the advanced search window:
1. In the Basic Find Account or Contact search window, enter % in the Account or Contact field or enter specific information relevant to the advanced search.
Attention: You must enter some search criteria on the Basic Search window to use the Advanced window.
2. In the Advanced Find Account or Contact search window, enter information in any of the following fields to limit your search:
Sales Group: Enter the existing sales group you want to query.
Employee: Enter a specific sales team member you want to query.
Partner: You may query by partner by entering the partner name from the list of values. (A partner must first be saved as a customer.)
Relationship: If you are using Salesforce Relationship, you can search by that value.
